Nelson v. Liggan

53 S.E.2d 798, 189 Va. 637, 1949 Va. LEXIS 207
CourtSupreme Court of Virginia
DecidedJune 20, 1949
DocketRecord No. 3496
StatusPublished
Cited by11 cases

This text of 53 S.E.2d 798 (Nelson v. Liggan) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Nelson v. Liggan, 53 S.E.2d 798, 189 Va. 637, 1949 Va. LEXIS 207 (Va. 1949).

Opinion

Spratley, J.,

delivered the opinion of the court.

Percy C. Liggan, administrator of the estate of Julia Maude Liggan, deceased, brought this action by notice of motion against Mrs. Louise L. Nelson to recover $6,713.95, alleged to be the property of his intestate, held in the possession of Mrs. Nelson. The sum was said to be made up of $5,213.95, proceeds from the sale of certain real property of his intestate and $1,500 in cash kept by the deceased in her home to take care of her funeral expenses.

Mrs. Nelson, in her grounds of defense, denied that she owed the plaintiff the sum claimed or any part thereof, and asserted that any property in her possession, which formerly belonged to plaintiff’s intestate, was lawfully given to her by Mrs. Liggan during her lifetime.

There was a trial before a jury, which resulted in a verdict for the plaintiff in the sum of $4,000, upon which verdict the court rendered judgment.

The administrator and Mrs. Nelson will be hereinafter sometimes referred to as plaintiff and defendant, the respective positions occupied by them in the trial court. Mrs. Julia Maude Liggan will be referred to as the decedent.

Mrs. Nelson asks us to reverse the judgment on the grounds that the court erred, first, in refusing to grant her motions to strike the evidence of the plaintiff made at the conclusion of plaintiff’s evidence and at the conclusion of all of the evidence; and, second, in refusing to set aside the verdict of the jury as contrary to the law and the evidence and without evidence to support it. She contends that plaintiff failed to trace any money of the decedent coming into her hands other than the sum of $4,500, which amount she claims was a completed gift to her from the decedent in the latter’s lifetime.

Bearing in mind the rule that the verdict resolved all con[640]*640flicts, if any, in the evidence in favor of the plaintiff, the record shows the following facts and circumstances:

Plaintiff and defendant are brother and sister. Their mother, Mrs. Julia Maude Liggan, a widow aged between 77 and 80 years, died Sunday, March 23, 1947, in the home of Mrs. Nelson, also a widow. Mrs. Liggan left surviving her five sons and three daughters, two other children having previously died. She possessed at her death two houses and lots valued at between $7,000 and $7,500. She had given defendant in 1947 a house and lot, in addition to the gift in 1937 of the house in which both of them had lived for about 12 years. The deceased possessed at her death two other houses and lots, from which she had derived a small rental income that had been used for her living expenses and the care of the household. Living in the same house with Mrs. Liggan and Mrs. Nelson was Willie Everett, 75 years old, a brother of the deceased. Everett was in poor physical condition, and earned between $12 and $15 a week when he was able to work, and was more or less dependent upon his sister and niece for his expenses and personal attention.

Thirty days or more after the death of his mother, Percy C. Liggan qualified as the administrator of her estate. On July 29, 1947, his attorney wrote Mrs. Nelson requesting her to deliver all monies in her possession left by her mother and especially the proceeds from a check of $5,500, arising through the sale of certain real estate by Mrs. Liggan on January 3, 1947. On September 8, 1947, he repeated that request. Not receiving a reply, counsel on October 31, 1947, instituted this proceeding and wrote Mrs. Nelson asking her to advise him what time it would be convenient for the appraisers to make inventory of the estate of her mother.

On November 18th of the same year, counsel advised Mrs. Nelson that the appraisers would visit her home on November 26th. On the latter date the appraisers interviewed her there, and were told that her mother left no personal property.

Mrs. Nelson said that she did not answer the first two [641]*641letters; but upon receipt of the letter of October 31st, consulted her attorney, and told him to answer the letter and give her consent for the appraisers to come to her house at a date convenient to them.

The plaintiff testified that his mother told him the day before she died that she had $1,500 in the house put away for her burial, having previously told him on several former occasions that, “You all won’t have to worry about the money for burying me. I got the money right here.” He said that he had received a bill for funeral expenses amounting to $983.68, and that po personal effects had come into his hands from the estate of his decedent to pay the same.

C. S. Wallerstein, a real estate agent, testified that, on January 3, 1947, he made sale of a parcel of property for the decedent for the sum of $5,500; that on January 10, 1947, he delivered to Mrs. Liggan, in person, his firm’s check, drawn on the Bank of Commerce & Trusts, Richmond, Virginia, for $5,213.95, the amount due after deducting his commission. He further said that he had been handling the real estate of Mrs. Liggan, and had been remitting to her the proceeds from the rental of two pieces of real estate in the city of Richmond.

Mrs. Ester Liggan, who married a grandson of Mrs. Julia Maude Liggan, testified that, in January, 1946, she nursed the deceased during a period of her illness; that in consideration therefor, Mrs. Liggan made her a gift of ten dollars which she took from a little box, kept under lock and key; and that while she did not know what was in the box, she thought it contained a substantial sum in large denominations.

Mrs. L. M. Liggan, a daughter-in-law of the deceased, testified that she visited her mother-in-law about two or three days before she died, and that the old lady told her that she always kept her burial expenses in the house. This witness further said that on the day following the death of Mrs. Liggan, Mrs. Nelson said, “Mother always kept her burial expenses in the house.”

There was no evidence that any of the alleged $1,500 [642]*642in the house ever came into the possession of the defendant, as to who got it, or what became of it.

On the part of the defendant, the following evidence was presented:

Mrs. Nelson testified that she had lived with her mother for twelve years since the death of her father; that her mother had heart trouble, “was blind in one eye and could hardly see out of the other;” that her physical condition was such that it was not safe to leave her alone; and that she had for more than seven years constantly nursed and waited on her night and day, without help from any one, except from Mrs. Ada Gordon, her sister, and a neighbor. She said that her mother endorsed the check for $5,213.95 received from Wallerstein, and asked her to cash it and deposit it in a bank; that she then also endorsed her name on it and deposited it in a savings account, in the Central National Bank, Richmond, Virginia, to the credit of her mother; that she did not recall the date of the deposit; that on March 21, 1947, her mother said: “I know exactly what I am going to do, I am going to write a note and I want you to get my money out of the bank and I want you to have it, because you got my brother here to look after and he don’t have anything, and if you don’t look after him they are going to have to put him in the poor house;” that her mother then went in the dining room, sat at a table, and wrote a note as follows: “Please let my daughter, Mrs. Nelson, have my money $4,500. (Signed) Mrs.

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Cite This Page — Counsel Stack

Bluebook (online)
53 S.E.2d 798, 189 Va. 637, 1949 Va. LEXIS 207, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nelson-v-liggan-va-1949.